Relationship Manager – Wealth Management

Top 5 Reasons to Build Your Career at UpperCrust Wealth

1.

Biggest Wealth-Management Setup in Vadodara

Work with one of the city’s strongest and fastest-growing financial teams.

2.

Exposure to Every Major Investment Product

PMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof.

3.

Work With the Largest & Most Experienced Team

Learn directly from industry veterans and leaders who’ve managed crores in client portfolios.

4.

Fast Growth, High Responsibility

A boutique environment where your ideas get implemented and your work gets noticed.

5.

Real Client Exposure & Real Impact

Interact with HNIs, families, entrepreneurs, and NRIs — build practical wealth-advisory skills early.

Position Overview :

Managing client relationships and providing financial solutions that help clients achieve their financial goals. Responsible for offering comprehensive wealth management services, including investment products, financial planning, and advisory services.

Key Responsibilities :

1. Client Relationship Management :

o Build and maintain strong relationships with existing and potential clients, ensuring customer satisfaction and loyalty.

o Conduct regular client meetings to review portfolios, address concerns, and provide financial advice.

o Understand client needs and offer personalized wealth management solutions to enhance their financial well-being.

o Monitor client portfolios, ensuring alignment with their goals and suggest rebalancing if necessary.

2. Business Development :

o Identify new business opportunities and expand the client base.

o Engage in active lead generation and networking to secure new clients and assets.

o Conduct financial needs analysis and propose solutions tailored to clients’ financial aspirations.

o Drive number of wealth management products, including mutual funds, insurance, structured products, and other investment solutions.

3. Investment Advisory :

o Provide sound investment advice based on market trends, client goals, and risk profiles.

o Offer timely updates and insights on the market, investment strategies, and portfolio performance.

o Advise clients on asset allocation and diversification, ensuring portfolio optimization.

4. Compliance and Risk Management :

o Ensure that all client interactions are compliant with regulatory guidelines and company policies.

o Maintain accurate client records and manage documentation in adherence to compliance requirements.